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Evolution Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Evolution Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2K Hold
250
– – 0.01% 440
2025
Q4 		$17.4K Buy
250
+26
+12% +$1.84K 0.01% 371
2025
Q3 		$15.9K Hold
224
– – 0.02% 322
2025
Q2 		$15.6K Buy
+224
New +$15.3K 0.02% 316

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Management's BLV Position: Q1 2026 in Review

Evolution Wealth Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 250 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #440.

Evolution Wealth Management first reported a position in BLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.4K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Evolution Wealth Management held 250 shares of Vanguard Long-Term Bond ETF worth $17.2K as of Q1 2026.
  • Evolution Wealth Management left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Long-Term Bond ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Evolution Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Vanguard Long-Term Bond ETF position peaked at $17.4K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.